See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,816 | $70,756-73.4% | $65,493-71.3% | $142,382-86.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.16% | 1754.89%-1736.7pp | 982.45%-964.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $10,247 | $2,881+255.7% | $2,574+298.1% | $4,299+138.4% |
| Participant deferral / active EE | $15,300 | $4,637+229.9% | $3,961+286.3% | $6,507+135.1% |
| Admin fee / account holder | $36 | $6,559-99.5% | $5,028-99.3% | $12,624-99.7% |